Insights

Market Niche Capital Advisory Services specializes in providing investment advisory services within the financial sector, indicating opportunities to offer complementary financial technology solutions or regulatory compliance services tailored for boutique financial advisory firms.

Growth Potential With revenue estimates between one to ten million dollars and a small team of fewer than ten employees, the company presents a target for scalable financial services, technology upgrades, or operational efficiency solutions to support expansion.

Digital Engagement Utilizing advanced digital tools like Facebook Pixel, Google Maps, and Bootstrap suggests a focus on online outreach and user engagement, creating openings for digital marketing enhancements or customer experience platforms.

Competitive Landscape Positioned among mid-sized and large financial firms such as Goldman Sachs and Morgan Stanley, the company may benefit from premium financial tools, investment platforms, or risk management services aimed at competitive differentiation.

Compliance & Security Holding securities through Berthel Fisher & Company Financial Services Inc. and adhering to FINRA/SIPC guidelines indicates strong emphasis on regulatory compliance, opening prospects for compliance management systems or cybersecurity solutions in the financial sector.

Capital Advisory Services, LLC Tech Stack

Capital Advisory Services, LLC uses 8 technology products and services including DoubleClick Floodlight, Facebook Pixel, Open Graph, and more. Explore Capital Advisory Services, LLC's tech stack below.

DoubleClick Floodlight

Advertising

Facebook Pixel

Analytics

Open Graph

Content Management System

Google Maps

Maps

Bootstrap

UI Frameworks

X-Content-Type-Options

Web & Portal Technology

X-UA-Compatible

Web Tools And Plugins

Facebook

Widgets

Capital Advisory Services, LLC Email Formats	Example	Percentage
FLast@capadvisor.net	JDoe@capadvisor.net	100%

Capital Advisory Services, LLC Email Formats

Example

Percentage

FLast@capadvisor.net

JDoe@capadvisor.net

100%

Frequently Asked Questions

Where is Capital Advisory Services, LLC's headquarters located?

Capital Advisory Services, LLC's main headquarters is located at 8240 Beckett Park Drive Suite b West Chester, Ohio 45069 United States. The company has employees across 1 continents, including North America.

What is Capital Advisory Services, LLC's phone number?

You can contact Capital Advisory Services, LLC's main corporate office by phone at

+1-419-238-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Advisory Services, LLC's official website and social media links?

Capital Advisory Services, LLC's official website is capadvisor.net and has social profiles on LinkedIn.

What is Capital Advisory Services, LLC's NAICS code?

Capital Advisory Services, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Advisory Services, LLC have currently?

As of May 2026, Capital Advisory Services, LLC has approximately 9 employees across 1 continents, including North America. Key team members include Investment Advisor Rep: M. E.. Explore Capital Advisory Services, LLC's employee directory with LeadIQ.

What industry does Capital Advisory Services, LLC belong to?

Capital Advisory Services, LLC operates in the Financial Services industry.

What technology does Capital Advisory Services, LLC use?

Capital Advisory Services, LLC's tech stack includes DoubleClick FloodlightFacebook PixelOpen GraphGoogle MapsBootstrapX-Content-Type-OptionsX-UA-CompatibleFacebook.

What is Capital Advisory Services, LLC's email format?

Capital Advisory Services, LLC's email format typically follows the pattern of FLast@capadvisor.net. Find more Capital Advisory Services, LLC email formats with LeadIQ.

Capital Advisory Services, LLC

Q: What technology does Capital Advisory Services, LLC use?

Capital Advisory Services, LLC's tech stack includes Google Analytics, Bootstrap, Skrollr, Facebook, HSTS.

Q: What is Capital Advisory Services, LLC's NAICS code?

Capital Advisory Services, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States2-10 Employees

Securities offered through Berthel Fisher & Company Financial Services Inc. (BFCFS) Member FINRA/SIPC.
Investment Advisory Services are offered through Capital Advisory Services, LLC. Capital Advisory Services, LLC is independent of BFCFS.
Our firm does not provide legal or tax advice. There are risks involved with investing which may include market fluctuation and possible loss of principal value.
www.sipc.org
www.finra.org 
https://www.berthel.com/disclosures/#disclosures

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